Additional Reports

Download our latest Report Utility tool, giving you the ability to access a library of continually updated reports. You don’t need to waste time manually importing new reports, they are automatically imported into the Report Manager module for you to start using.

Webcasts

Want to become a Sage Intelligence whiz? We present regular webcasts of forty-five minutes to one hour on various topics to get you up to speed. Choose your product below to see what we have in store for the next few months. If you want to know more about what a webcast is, click here.

Templates and Quick Guides

Check out our informative guides for advice about your business, and make use of our templates to help make your business more efficient.

eBooks

Check out our informative e-books to get in-depth advice about your business. You’ll discover how to make sense of your financials, how to make the most of business intelligence, and why business visibility is the key to success.

Tips & Tricks

Customer Stories

Don’t take our word for it, hear from our customers who can’t stop raving about how Sage Intelligence Reporting has changed their lives. You might even find a solution in their story to a similar issue you’re facing.

Additional Reports

Download our latest Report Utility tool, giving you the ability to access a library of continually updated reports. You don’t need to waste time manually importing new reports, they are automatically imported into the Report Manager module for you to start using.

Webcasts

Want to become a Sage Intelligence whiz? We present regular webcasts of forty-five minutes to one hour on various topics to get you up to speed. Choose your product below to see what we have in store for the next few months. If you want to know more about what a webcast is, click here.

Templates and Quick Guides

Check out our informative guides for advice about your business, and make use of our templates to help make your business more efficient.

eBooks

Check out our informative e-books to get in-depth advice about your business. You’ll discover how to make sense of your financials, how to make the most of business intelligence, and why business visibility is the key to success.

Tips & Tricks

Customer Stories

Don’t take our word for it, hear from our customers who can’t stop raving about how Sage Intelligence Reporting has changed their lives. You might even find a solution in their story to a similar issue you’re facing.

Sage Intelligence Academy

Microsoft Excel Training

Improve your Microsoft® Excel® skills and learn how to produce insightful business reports.

Discovering Excel: If you have basic Excel knowledge you would beneﬁt from attending this intermediate Excel course.

Excel on Steroids: If you use Excel extensively for business reporting, then this course is for you. The course is divided into three workshops covering specific topics in Excel.

Excel on Steroids Plus: Data analysis, visualisation and dashboards will teach you how to model your data, create interactive dashboard reports, and make analysing your data much easier, giving you clearer insights into your company.

Sage Intelligence Training

From helping you get started with Sage Intelligence Reporting through to connecting to various databases to create consolidated reports, we have a range of Sage Intelligence Reporting courses designed to upskill you so that you get the most out of your reporting solution.

Additional Reports

Download our latest Report Utility tool, giving you the ability to access a library of continually updated reports. You don’t need to waste time manually importing new reports, they are automatically imported into the Report Manager module for you to start using.

Webcasts

Want to become a Sage Intelligence whiz? We present regular webcasts of forty-five minutes to one hour on various topics to get you up to speed. Choose your product below to see what we have in store for the next few months. If you want to know more about what a webcast is, click here.

Templates and Quick Guides

Check out our informative guides for advice about your business, and make use of our templates to help make your business more efficient.

eBooks

Check out our informative e-books to get in-depth advice about your business. You’ll discover how to make sense of your financials, how to make the most of business intelligence, and why business visibility is the key to success.

Tips & Tricks

Customer Stories

Don’t take our word for it, hear from our customers who can’t stop raving about how Sage Intelligence Reporting has changed their lives. You might even find a solution in their story to a similar issue you’re facing.

Sage Intelligence Academy

Microsoft Excel Training

Improve your Microsoft® Excel® skills and learn how to produce insightful business reports.

Discovering Excel: If you have basic Excel knowledge you would beneﬁt from attending this intermediate Excel course.

Excel on Steroids: If you use Excel extensively for business reporting, then this course is for you. The course is divided into three workshops covering specific topics in Excel.

Excel on Steroids Plus: Data analysis, visualisation and dashboards will teach you how to model your data, create interactive dashboard reports, and make analysing your data much easier, giving you clearer insights into your company.

Sage Intelligence Training

From helping you get started with Sage Intelligence Reporting through to connecting to various databases to create consolidated reports, we have a range of Sage Intelligence Reporting courses designed to upskill you so that you get the most out of your reporting solution.

Quick Support Pre-checks

Performing these three quick pre-checks helps most of our customers wanting support.

Get Support Assistance

Can’t find the solution to the challenge you’re facing in the resource library? No problem! Our highly-trained support team are here to help you out.

Knowledgebase

Did you know that you also have access to the same knowledgebase articles our colleagues use here at Sage Intelligence? Available 24/7, the Sage Intelligence Knowledgebase gives you access to articles written and updated by Sage support analysts.

Sage Community

Engage with business partners and other like-minded customers right now on the Sage Intelligence Reporting Community.

Sage City

Similar to the Sage Intelligence Reporting Community but targeted at the North American market, Sage City is your very own forum to chat to business partners and like-minded customers across the globe.

Report Writers

Having some trouble creating or customizing the exact report you need to suit your business’s requirements? Contact one of the expert report writers recommended by Sage Intelligence.

Give Feedback

We love hearing from our customers. Do you have feedback on Sage Intelligence Reporting? Let us know, we’re all ears!

Downloads

Sorting data in a PivotTable with Microsoft Excel

Sorting data in alphabetical order or numerical order is helpful when you have large amounts of data in the PivotTable you created. Sorting lets you organize the data so it is easier to find the items you want to analyze.

1. Within the PivotTable, click a field in the row or column you want to sort.

2. Click the arrow on Row Labels or Column Labels, and then click the sort option you want. Note: There could be a column or row name associated.

3. To sort data in ascending or descending order, click Sort A to Z or Sort Z to A.

Text entries will be sorted in alphabetical order. Numbers will be sorted from smallest to largest (or vice versa), and dates or times will be sorted from oldest to newest (or vice versa).

Tip: You can also right-click on a field, select Sort and then select a sorting option.

Setting custom sort options

If you wish to sort certain items manually or change the sort order you can set your own sort options.

1. Within your PivotTable, click a field in the row or column you want to sort.

2. Click the arrow on Row Labels or Column Labels then click the sort option you want then click More Sort Options.

3. In the Sort dialog box, pick the type of sort you want:

Click Manual to rearrange items by dragging them.

Click Ascending (A to Z) by or Descending (A to Z) by and then choose the field you want to sort.

For Additional options, click More Options then pick the option you want in the More Sort Options dialog box:

Under AutoSort, check or uncheck the Sort automatically every time the report is updated box to allow or stop automatic sorting whenever the PivotTable data is updated.

Under First key sort order, pick the custom order you want to use. This option is available only when Sort automatically every time the report is updated box under AutoSort has been unchecked.

Under Sort By, click Grand Total or Values in selected columns to sort by these values. This option is not available when you set sorting to Manual.

Note:

Data that has leading spaces will affect the sort results. For optimal results, remove any leading spaces before you sort the data.

You cannot sort case-sensitive text entries

In a PivotTable, you cannot sort data by a specific format like cell or font color or by conditional formatting indicators such as icon sets.

If you do not know how to create a PivotTable we have several videos and webcasts to help you learn. Additional PivotTable tips are available at SageIntelligence.com. Go to Resources/Tips & Tricks then search on PivotTable.